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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名稱 | AUM |
AUM 成長率 |
AUM 成長率% |
季度 估算報酬率 |
3年 估算報酬率 | 持股 | 投資組合週轉率 |
平均持有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Night Squared
New York
| US$2.24億 | +US$5527萬 | +33% | 20.5% | – | 73 | 65.75% | 0.1 |
|
| 5452 |
5452
Charter Oak Advisors
New York City,
New York
| US$2.24億 | +US$8411萬 | +60% | 21.8% | – | 15 | 6.67% | 0.4 |
|
| 5453 |
5453
Infusive Asset Management
New York
| US$2.24億 | +US$883萬 | +4% | 10.7% | 33.8% | 43 | 37.21% | 1.5 |
|
| 5454 |
5454
Accent Capital Management
Centerville,
Ohio
| US$2.24億 | +US$5117萬 | +30% | 17.3% | 156% | 433 | 33.95% | 0.5 |
|
| 5455 |
5455
McNaughton Wealth Management
San Diego,
California
| US$2.24億 | +US$1822萬 | +9% | 8.3% | 55.6% | 78 | 12.82% | 3.1 |
|
| 5456 |
BC
5456
Bowman & Company
Oshkosh,
Wisconsin
| US$2.24億 | +US$2050萬 | +10% | 9.95% | 59.7% | 117 | 14.53% | 2.3 |
|
| 5457 |
5457
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$2.24億 | +US$1899萬 | +9% | 11.8% | 105% | 77 | 6.49% | 5 |
|
| 5458 |
5458
Future Fund LLC
Chicago,
Illinois
| US$2.24億 | +US$1.46億 | +188% | 16.2% | 102% | 181 | 61.88% | 0.3 |
|
| 5459 |
5459
First Financial Corp
Terre Haute,
Indiana
| US$2.24億 | +US$1711萬 | +8% | 10.6% | 95.3% | 345 | 9.28% | 7.7 |
|
| 5460 |
5460
Brogan Financial
Knoxville,
Tennessee
| US$2.24億 | +US$1801萬 | +9% | 6.69% | 52.1% | 62 | 8.06% | 1.7 |
|
| 5461 |
5461
Wayfinding Financial
Lynnwood,
Washington
| US$2.24億 | -US$464萬 | -2% | 11.5% | 81.9% | 744 | 80.51% | 0.8 |
|
| 5462 |
5462
Adapt Wealth Advisors
Atlanta,
Georgia
| US$2.24億 | +US$1858萬 | +9% | 7.13% | – | 63 | 9.52% | 1 |
|
| 5463 |
CCM
5463
Conway Capital Management
Burbank,
California
| US$2.24億 | +US$2355萬 | +12% | 15.9% | 164% | 49 | 12.24% | 2.9 |
|
| 5464 |
5464
TKG Advisors
Valparaiso,
Indiana
| US$2.23億 | +US$2048萬 | +10% | 8.62% | 116% | 98 | 21.43% | 1.7 |
|
| 5465 |
5465
Mad River Investors
Boston,
Massachusetts
| US$2.23億 | -US$1277萬 | -5% | 1.2% | 169% | 25 | 4% | 4.2 |
|
| 5466 |
5466
Deane Retirement Strategies
New Orleans,
Louisiana
| US$2.23億 | +US$1339萬 | +6% | 5.46% | 73.4% | 83 | 38.55% | 3.4 |
|
| 5467 |
GL
5467
GHE LLC
Memphis,
Tennessee
| US$2.23億 | +US$215萬 | +1% | 27.2% | 188% | 56 | 37.5% | 3.1 |
|
| 5468 |
5468
Genesee Capital Advisors
Auburn,
New York
| US$2.23億 | +US$2315萬 | +12% | 11.5% | 107% | 125 | 9.6% | 2 |
|
| 5469 |
5469
Arrowroot Family Office
Marina Del Rey,
California
| US$2.23億 | – | – | 6.25% | – | 137 | – | 1.6 |
|
| 5470 |
5470
Eastover Investment Advisors
Charlotte,
North Carolina
| US$2.23億 | +US$1611萬 | +8% | 15.5% | 105% | 48 | 10.42% | 2.9 |
|
| 5471 |
5471
Dopkins Wealth Management
Williamsville,
New York
| US$2.23億 | +US$2628萬 | +13% | 8.54% | 68.8% | 88 | 11.36% | 1.7 |
|
| 5472 |
5472
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| US$2.23億 | -US$9395萬 | -30% | 23.3% | 63.5% | 119 | 38.66% | 0.6 |
|
| 5473 |
5473
Keyvantage Wealth
Bethlehem,
Pennsylvania
| US$2.23億 | +US$1729萬 | +8% | 9.42% | – | 99 | 9.09% | 0.5 |
|
| 5474 |
5474
Matrix Capital Management Company
Portsmouth,
New Hampshire
| US$2.23億 | -US$1.24億 | -36% | 3.01% | 245% | 4 | 0% | 3.1 |
|
| 5475 |
5475
ANB Bank
Denver,
Colorado
| US$2.23億 | -US$107萬 | -0.5% | 7.75% | – | 136 | 22.79% | 0.4 |
|